Associate Financial Advisor

Job Description

Job Description

Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today! Compensation:

$90,000 - $140,000

Responsibilities:

• Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
• Embrace the role of a structured yet coachable team player open to continued education and training from other team members
• Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
• Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
• Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals

Job duties include, but are not limited to:

• Sell & Maintain Life Insurance & Annuities
• Sell & Maintain Assets Under Management
• Develop and maintain strong relationships with clients
• Provide tailored financial advice and solutions to clients
• Manage the sales process from lead generation to closing
• Continuously learn and apply new industry knowledge
• Collaborate with the team and share best practices
• Maintain accurate and up-to-date client records and compliance documentation

Qualifications:

• Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
• Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
• Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
• Up-to-date FINRA Series 7 & 63/66 documents are a bonus
• A Bachelor’s degree in finance, business administration, or alternate related analytical field is required

If you are someone who has:

• The  mindset of a capitalist and the  heart of an altruist
• High energy, a strong work ethic, and a positive, optimistic approach
• A passion for helping people and a strong sense of mission
• Confidence, resilience, humility, and total commitment to your work
• Integrity and trustworthiness in everything you do
• The desire to create your own success while making a meaningful impact in your community

Requirements:

• Active Life Producer License in your state of residence
• Proven ability to sell life insurance products and generate leads
• Excellent phone skills, with the confidence to reach out to new prospects and clients
• Business mindset with a strong drive to succeed and grow a personal business
• Strong interpersonal skills and the ability to connect with people from diverse backgrounds
• Eagerness and willingness to learn and improve

About Company

At Cornerstone Advisor Group,  we believe financial planning is about more than products - it’s about people. Our advisors are empowered to build meaningful relationships, provide personalized guidance, and keep the promises they make to clients and each other. We foster a culture rooted in integrity, collaboration, and purpose, where success is measured not only by growth but by impact.

Our advisors operate with independence while benefiting from strong infrastructure, proven systems, and ongoing support. We invest in our people through comprehensive training, mentorship, and access to robust tools and resources - creating an environment where advisors can build sustainable, fulfilling careers while making a meaningful difference.